Mortgage Account Executive - REMOTE

Quorum Federal Credit Union•Purchase, NY

1d•Remote

About The Position

At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you. Job Description Summary The Mortgage Account Executive will research and identify high producing third party referral partners that can deliver quality residential loan products to the Credit Union. In addition, this role must maintain quality standards through proper loan review, attention to detail, and completion of all required steps in a timely and efficient manner. This person’s primary responsibility is to originate $1M of first and second mortgages per month. His / her performance is primarily based on member service levels, loan volume, and loan quality that will be measured by the National Sales Manager. The Mortgage Account Executive works independently and uses his or her judgment and knowledge to identify and develop relationships with prospects. The Mortgage Account Executive will report directly to the National Sales Manager.

Requirements

Bachelor’s degree in finance, business administration or other related degree preferred.
A minimum of 3-5 years of related experience at a credit union, bank, or other financial institution.
Detailed knowledge of secondary market guidelines.
Complies with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS.
Excellent problem-solving, organizational, analytical, verbal, and written communication skills.
Strong decision making and time management skills with the ability to manage multiple projects/duties.
Results driven, service oriented, self-motivated, and able to work independently.
Trustworthy with the ability to maintain highest level of integrity and trust.
Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint.
Heavy travel required.
Stable internet connection with speeds high enough for video conferencing and screen sharing
Smartphone with current iOS/Android OS
Prolonged periods sitting at a workstation and working on a computer.
Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone.

Responsibilities

Identifies potential business partner opportunities within Account Executive’s authorized territory with whom the Credit Union wishes to enter into a strategic partnership, identify and contact key partner personnel and other referral sources, associations and strategic alliances.
Contacts, solicits, and makes presentations to such partners (primarily in person at the partner’s place of business) regarding various loan programs, obtain commitments and agreements with partners at such presentations to enter into referral lending arrangements with the Credit Union; and engage in other promotional activities in conjunction with these activities.
Provides the partner with initial and ongoing on-site training, updates and information regarding the Credit Union’s loan programs, loan guidelines, and loan processing and closing systems, technologies, and practices.
Regularly visits partners to obtain additional referrals and commitments for, and submission of, new loan applications.
Anticipates and responds to loan-level and systematic questions or concerns the referral partner may have with respect to the Credit Union’s services or loan programs; and escalate such matters in accordance with the guidelines and instructions provided by Management.
Identifies process improvements and workflow enhancements.
Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.
Stays abreast of industry developments including, but not limited to, changes in regulations, technology, etc.
Promotes and maintains a positive work atmosphere by behaving and communicating in a manner consistent with professional standards to get along with members, co-workers, management, and vendors.
Performs additional duties as required.